Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q3 2019)

According to the SEC 13F filed on Jul 13, 2026, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2019. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q3 2019, the filing reported:

New Buys - Invesco S&P 500 Equal Weight Te

Increases - Accenture plc, Cisco Systems, Inc., Walt Disney Company (The), Ecolab Inc., SPDR Bloomberg Investment Grade, and 8 more

Reductions - Apple Inc., Amazon.com, Inc., American Water Works Company, I, Chevron Corporation, SPDR Dow Jones Industrial Avera, and 12 more

Complete Exits - Pfizer, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2019	AAPL Apple Inc.	Apple Inc.	Sell	-214	-0.9%	$5.09K	22,739
Q3 2019	ACN Accenture plc	Accenture plc	Buy	+10	+0.0%	$4.33K	22,510
Q3 2019	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-7	-0.2%	$5.61K	3,232
Q3 2019	AWK American Water Works Company, I	American Water Works Company, I	Sell	-45	-0.1%	$4.64K	37,351
Q3 2019	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+800	+1.5%	$2.70K	54,627
Q3 2019	CVX Chevron Corporation	Chevron Corporation	Sell	-344	-1.4%	$2.97K	25,029
Q3 2019	DIA SPDR Dow Jones Industrial Avera	SPDR Dow Jones Industrial Avera	Sell	-247	-0.4%	$15.79K	58,665
Q3 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+15	+0.1%	$3.48K	26,674
Q3 2019	ECL Ecolab Inc.	Ecolab Inc.	Buy	+16	+0.1%	$4.47K	22,587
Q3 2019	FHLC Fidelity MSCI Health Care Index	Fidelity MSCI Health Care Index	Sell	-1,106	-0.7%	$6.46K	148,833
Q3 2019	FLRN SPDR Bloomberg Investment Grade	SPDR Bloomberg Investment Grade	Buy	+24,457	+4.9%	$16.04K	521,355
Q3 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-3	-0.1%	$3.72K	3,047
Q3 2019	HD Home Depot, Inc. (The)	Home Depot, Inc. (The)	Sell	-62	-0.3%	$4.57K	19,688
Q3 2019	HON Honeywell International Inc.	Honeywell International Inc.	Buy	+16	+0.1%	$3.61K	21,319
Q3 2019	INTU Intuit Inc.	Intuit Inc.	Sell	-88	-0.4%	$5.85K	21,987
Q3 2019	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+22	+0.1%	$3.66K	31,122
Q3 2019	LMT Lockheed Martin Corporation	Lockheed Martin Corporation	Buy	+7	+0.1%	$3.24K	8,316
Q3 2019	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-249	-0.6%	$5.77K	41,504
Q3 2019	PFE Pfizer, Inc.	Pfizer, Inc.	Sell - Position Exit	-84,677	-100.0%	$0.00	-
Q3 2019	RSPH Invesco S&P 500 Equal Weight He	Invesco S&P 500 Equal Weight He	Buy	+70	+3.4%	$416.00	2,125
Q3 2019	RSPT Invesco S&P 500 Equal Weight Te	Invesco S&P 500 Equal Weight Te	Buy - Position Entry	+2,749	-	$492.00	2,749
Q3 2019	SCHB Schwab U.S. Broad Market ETF	Schwab U.S. Broad Market ETF	Sell	-83,113	-34.5%	$11.23K	158,084
Q3 2019	SCHD Schwab US Dividend Equity ETF	Schwab US Dividend Equity ETF	Buy	+360	+0.8%	$2.39K	43,572
Q3 2019	SCHG Schwab U.S. Large-Cap Growth ET	Schwab U.S. Large-Cap Growth ET	Sell	-91	-0.4%	$2.01K	23,892
Q3 2019	SCHV Schwab U.S. Large-Cap Value ETF	Schwab U.S. Large-Cap Value ETF	Buy	+1,236	+0.7%	$10.18K	179,425
Q3 2019	SCHX Schwab U.S. Large-Cap ETF	Schwab U.S. Large-Cap ETF	Sell	-474	-1.4%	$2.32K	32,699
Q3 2019	SPY SPDR S&P 500	SPDR S&P 500	Buy	+19	+0.0%	$16.68K	56,199
Q3 2019	SQ Block, Inc.	Block, Inc.	Sell	-60	-0.1%	$2.48K	40,033
Q3 2019	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-13	-0.1%	$3.52K	16,200
Q3 2019	USMV iShares MSCI USA Min Vol Factor	iShares MSCI USA Min Vol Factor	Buy	+2,364	+1.5%	$10.30K	160,736

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